General Information From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click Add: The General Information page displays: Beginning with the Name field, enter details about the contact in the pertinent fields listed. Select a Unit for the contact from the drop-down list. Optionally, add Organization, Email, and Phone Numbers. … Read more
From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that needs to be edited: The Contact information displays: Click the Edit link: The editable fields display in the Contact Information section. Make changes to the contact information as needed: If you … Read more
From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that needs to be deleted: The Contact Information displays: Click the Delete button: A pop-up displays, asking for confirmation before deleting the contact. Click Yes, Delete to permanently remove the contact from PEARS: … Read more
From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction added: The Contact information displays: In the Notes section, click on the icon to display a drop-down list of interaction types: Click on whichever interaction type applies: … Read more
From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction edited: The Contact information displays: In the Notes section, hover over the interaction that needs to be edited: The edit/delete options display: Click the edit button: The … Read more
From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction deleted: The Contact information displays: In the Notes section, hover over the interaction that needs to be deleted: The edit/delete options display: Click the delete icon: A … Read more